All Collections
Set the Default Maximum Invoice Overdue Days
Set the Default Maximum Invoice Overdue Days

How to set the default maximum overdue days for a customer when they have an unpaid customer invoice

Christian Wijaya avatar
Written by Christian Wijaya
Updated over a week ago

Sometimes we want to set the maximum overdue days limit for customer invoices. So, when an unpaid customer invoice remains unpaid while it has exceeded the maximum overdue days on the invoice, the customer will not be able to make a new sales transaction again until the payment on the previous unpaid customer invoice is made/paid.

To set the default maximum customer invoice overdue days, you can follow the steps below:

I. Configure Customer Maximum Overdue

Step 1. Go to Contacts (Customer Tab), then Select Any Customer

Customer List

Step 2. Click Edit button

Edit Customer

Step 3. Go to Sales & Pricing, set the Maximum Overdue, and click Save

Sales and Pricing

II. Make new Sales Transaction

Step 1. Go to the Sell menu and create a Sales Transaction

For example, today is November 5th. Try to reselect the transaction date into November 1st.

Sell Transaction

Step 2. Input the customer, add the item to the cart, then click Pay

Input the customer name that was configured for maximum overdue days before.

Create Sell Transaction

Step 3. Set the Payment as later, fill in the invoice Due, then Click Ok

We set the days due for 1 day, so if the invoice was created on November 1st, the due date is November 2nd.

Days Due on Payment

Step 4. Unpaid Invoice was Created

Unpaid Selling Transaction Complete

Step 5. Try to Make new sales transactions with previous customer

Presuming that Today's date is November 5th, the current condition of the customer named "Acil" has not paid the customer invoice due on November 2nd. It means that it reached more than the customer's maximum overdue days that were configured before (3 days).

Invoice Overdue Limits

As today is November 5th and you want to create a new transaction with the same customer, there will be an error sign that says "1 Invoice overdue has passed the day's limits". It means the customer should pay the overdue invoice to start a new transaction.

Step 6. Go to Debt, then click View Detail to view the customer invoice Overdue Days

View Debt Detail
Customer Debt Age

On this page, it will show you that the customer has 3 days due that haven't been paid and need to be paid. After this debt has been paid, you can make another payment with the same customer.

Related Articles


Did this answer your question?